Which companies discussed Small Modular Reactors in Industrials in earnings calls?
59 companies mentioned small modular reactors across 101 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Amentum Holdings, Inc. (5 calls), Curtiss-Wright Corporation (5 calls), ATS Corporation (5 calls). The table below ranks every company by how often the theme came up, with direct links to each transcript.
Mentions over time
Data table
| Quarter | Calls mentioning Small Modular Reactors |
|---|---|
| 2024Q4 | 29 |
| 2025Q1 | 24 |
| 2025Q2 | 21 |
| 2025Q3 | 28 |
| 2025Q4 | 32 |
| 2026Q1 | 20 |
| 2026Q2 | 30 |
| 2026Q3 | 19 |
Companies ranked by mentions
Representative quotes
…certain opportunities that we are currently investigating and assessing. And with regards to nuclear, I think the whole concept of the small modular reactors, which we term as SMRs now, seems to be gaining a lot of attraction. And given that we are in the power space…
…already limiting the flexibility of your deployment because you cannot make them as small and as mobile and as portable and as modular as you can a high temperature gas reactor. Very different strategies. I would say if you put me into a fast reactor company today…
…supply electric power for data center operation. The party's intention is to develop a best-in-class pairing of a small and modular reactor plant with a large data center, taking advantage of the competitive operating characteristics of the IMSR plant, notably its capacity to use natural…
…recent developments. First, our position as global delivery partner to Rolls-Royce continues to gain momentum as they were selected for small modular reactor deployments in Sweden, and signed contracts to move forward on previously announced awards in the U.K. and Czech Republic. We continue…
Frequently asked questions
What is Small Modular Reactors and why are companies discussing it?
Nuclear technology being procured by hyperscalers to power AI data centers — early-stage but high-signal.
Which company mentioned small modular reactors most in Industrials in the past year?
Amentum Holdings, Inc. (AMTM) led with 5 calls referencing small modular reactors, most recently on August 11, 2026.
How can I track small modular reactors mentions across earnings calls via API?
The EarningsCalls.dev REST API exposes the same data behind this page. Use the search_transcripts and count_mentions_by_ticker endpoints to query our archive of 33,000+ earnings call transcripts — keyword search, sector / date filters, per-company mention counts, and the underlying full transcripts. See the API docs →
Related energy themes
Last updated: September 22, 2026. Methodology: full-text search across all earnings call transcripts in our corpus over the past 12 months, matching the canonical term and its aliases (small modular reactor, smr, small modular reactor, small modular reactors). Mentions are per call, not per occurrence within a call; the company-rank table is built by counting distinct calls mentioning the theme. Page refreshes every hour at the edge as new calls land in our archive.